Financial Advisor- Freshers also apply
Financial Advisor- Freshers also apply
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Job Description
A financial advisor also called a personal financial advisor works with individuals and businesses to guide them in making budgetary savings and investment decisions.
A financial adviser provides specialist advice to clients on managing their money in the most profitable and secure way. Clients can be commercial enterprises institutional groups / societies or private individuals. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.
They need good communication and interpersonal skills in addition to financial knowledge. A
bachelors degree is usually required preferably in finance or a related field.
Personal financial advisors typically do the following:
Explain (over the phone) the various types of investment product features and financial services to potential clients.
Deliver personalized investment solutions to help clients work toward their short term medium term and long-term financial goals
Develop and deepen client relationships.
Educate clients and answer questions about investment options and potential risks.
Recommend investments to clients or select investments on their behalf.
Help clients plan for specific circumstances such as education expenses tax planning or retirement planning.
If needed Meeting with clients to understand their needs and demands.
Preparing financial plans with a mix of short and long term investments.
Providing periodic updates on the performance of investment portfolios.
Monitor clients accounts and determine if changes are needed to improve account performance or to accommodate life changes.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
